Tata Arbitrage Fund vs Invesco India Arbitrage Fund compare

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Invesco India Arbitrage Fund - Growth Option

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Tata Arbitrage Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Fund	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹18674 Cr	₹12921 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹150
Min Addl Investment	₹1000	₹1000
Launch Date	30 Apr 2007	18 Dec 2018
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	2126%	487.73%
Expense Ratio	1.06	1.08
Manager	Deepak Gupta	Sailesh Jain
ISIN Code	INF205K01122	INF277K015Q7
Exits Load	Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365	Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
1 Month	0.63%	0.68%
6 Month	3.62%	3.62%
1 Year	7.35%	7.24%
3 Year	6.96%	6.63%
5 Year	5.63%	5.46%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
6 Month	1.91%	1.95%
1 Year	7.46%	7.47%
3 Year	7.45%	7.3%
5 Year	6.62%	6.36%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
1 Year	6.42%	5.21%
3 Year	6.08%	4.79%
5 Year	6.85%	5.34%

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation	0.542%	0.592%
Sharp	0.577%	-0.416%
Beta	-	-
Alpha	-	-

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Scheme Name	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Name	Deepak Gupta	Sailesh Jain
Total AUM	₹12015 Cr	₹17041 Cr
Funds Managed	2	7
	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Others	100.68	101.54
Large Cap	49.89	46.75
Mid Cap	16.65	15.2
Small Cap	5.37	2.95

Scheme Name	Invesco India Arbitrage Fund - Growth Option	Tata Arbitrage Fund-Regular Plan-Growth
Others	100.25	100.82
Energy	7.7	7.06
Utilities	2.86	3.52
Industrials	8.9	6.06
Technology	3.82	2.15
Basic Materials	6.31	8.71
Healthcare	3.41	1.77
Consumer Defensive	2.96	3.15
Financial Services	26.72	19.96
Consumer Cyclical	6.51	8.77
Real Estate	0.86	1.53
Communication Services	2.29	2.93